JD.com ADR Stock News

JD.com, Inc. ( JD ) Q3 2025 Earnings Call November 13, 2025 7:00 AM EST Company Participants Sean Shibiao Zhang - Director of Investor Relations Xu Ran - CEO & Executive Director Ian Su Shan - Chief Financial Officer Conference Call Participants Kenneth Fong - UBS Investment Bank, Research Division Ronald Keung - Goldman Sachs Group, Inc., Research Division Alicis a Yap - Citigroup Inc., Resear...

Third-quarter earnings were way below the corresponding period for 2024. More important was that the company beat relatively conservative analyst predictions.

The Chinese e-commerce giant ‘s quarterly profit dropped 55% as it continued its push into the highly competitive food-delivery space and other new businesses.

China's JD.com , topped market estimates for quarterly revenue on Thursday, as the e-commerce giant benefited from steady consumer spending on its platform thanks to government subsidies and lower prices.

JD.com and ts rivals Alibaba Group Holding and Meituan have been locked in an e-commerce price war.

I'm maintaining JD.com, Inc. with a Buy ahead of 3Q25 earnings, as I see negatives priced in and the $32 level as an attractive entry for long-term investors. JD trades at a steep valuation discount to Alibaba, with a forward P/E of 11.95x and strong margin expansion over 13 consecutive quarters. Management's bold diversification, be it in international expansion, food delivery, and exclusive E...

JD.com is rated a Buy with a $42 price target, suggesting a 29% upside and potential market outperformance. JD trades at a significant discount to peers despite double-digit revenue growth and strong momentum across core and new business segments. The company offers a 3% dividend yield, but future payouts may be challenged; share buybacks remain a key shareholder return strategy.

While investors don't have much exposure to Chinese stocks, they are getting harder to ignore.